Univest Financial’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Univest Financial’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$350K	Buy	2,742 +82	+3%	+$10.2K	0.02%	228
2026 Q1	$292K	Buy	+2,660	New	+$311K	0.02%	227
2025 Q4	–	Sell	-2,656	Closed	-$320K	–	265
2025 Q3	$320K	Buy	2,656 +178	+7%	+$20.4K	0.02%	223
2025 Q2	$271K	Buy	+2,478	New	+$244K	0.02%	230
2025 Q1	–	Sell	-1,938	Closed	-$200K	–	291
2024 Q4	$200K	Buy	+1,938	New	+$196K	0.01%	270

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Univest Financial's VONG Position: Q2 2026 in Review

Univest Financial increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 3.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,742 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #228.

Univest Financial first reported a position in VONG in Q4 2024 and has held it in 5 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Univest Financial held 2,742 shares of Vanguard Russell 1000 Growth ETF worth $350K as of Q2 2026.
Univest Financial bought 82 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $10.2K.
Vanguard Russell 1000 Growth ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #228 holding.
Univest Financial first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.